JSEZX Mutual Fund

JSEZX Mutual Fund

NAV$34.64
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Returns Overview

1 Month
+5.13%
3 Months
+16.43%
6 Months
+13.83%
YTD
+13.12%
1 Year
+13.48%
3 Years (annualized)
+7.41%
5 Years (annualized)
+2.59%
10 Years (annualized)
+8.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSEZX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+13.12%
Peer Avg (YTD)
+18.52%
vs Peers
-5.40%

JSEZX Mutual Fund Performance

JSEZX performance across multiple time periods: 1-month 5.13%, YTD 13.12%, 1-year 13.48%, 3-year 7.41%, 5-year 2.59%, 10-year 8.33%.

JSEZX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

JSEZX performance comparison shows side-by-side returns with another fund. JSEZX alternatives are available in the Mutual Fund Screener.